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Disclosery

PYA Waltman Capital, LLC: ROP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on ROP, newest first. How the timeline and the estimate are built.

PYA Waltman Capital, LLC held 31,188 ROP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,188 shares
    Change vs previous 13F -1,091 shares

    2.51% of the 13F portfolio, value $10,553,717.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,279 shares
    Change vs previous 13F +16,497 shares

    3.17% of the 13F portfolio, value $11,422,234.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,782 shares
    Change vs previous 13F -10,937 shares

    1.89% of the 13F portfolio, value $7,025,133.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,719 shares
    Change vs previous 13F +10,187 shares

    3.57% of the 13F portfolio, value $13,324,585.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,532 shares
    Change vs previous 13F +3,689 shares

    2.7% of the 13F portfolio, value $9,370,799.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,843 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $7,571,976.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).